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Job · New York, NY · Full time

Assistant Branch Manager

Municipal Credit Union · $302.5M budget · 787 staff · Since 1916

Why Municipal Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Builds lifetime financial relationships by offering competitive products and excellent services.

  • Founded in 1916 for new york city Municipal workers, Municipal Credit Union (the Credit Union) is the oldest Credit Union in new york state and the largest metro new york Credit Union offering a wide array of financial services to…

Before you apply

FY2023 · Form 990Independent: from IRS data, not the org
Pays its leaders
$242K–$1.7M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$212.7M
spent in FY2023
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
787
employees
7 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+27%
of revenue, FY2023
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
20 mo
of spending, in cash and securities
Looks good: 19.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1980
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people.

Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Specific duties include, but are not limited to, the following: Assist Branch Manager in hiring, assessing, coaching and developing high performing branch teams to ensure consistency and uniformity in providing excellent member service, achieving sales goals, and ensuring an operationally and regulatory compliant branch at each given location. Create and ensure an ongoing sales through service culture.

Ensure branch staff possess and utilize sales, service, and cross-sell skills to achieve individual and team sales goals. Assist in the creation, implementation, and achievement of the branch business plans to meet objectives set by management. Assist in developing and implementing strategies to meet sales and service goals while maintaining a safe and sound operation in each location. Implement and monitor sales and cross-selling programs to continue to improve products per member while ensuring members are advised of the best products and services to best fit their financial needs. Ensure premier member service standards are being met within the branch at all times.

Responsible for branch scheduling to ensure proper resources are allocated to functions necessary to ensure an effective and efficient flow of member traffic. Responsible for an effective and efficient operation within the branch, including vault oversight, cash levels, security of negotiable instruments, teller drawers and limits, member documentation, etc. Ensure operations within the branch are consistently applied within policy/procedure as well as rules and regulations; maintain a clean, safe and sound operation within the branch. Conduct required in-branch audits weekly and monthly to ensure compliance with policies/procedures and rules and regulations.

Respond timely to audits with effective action plans to ensure ongoing safety and soundness. Ensure dual control is implemented and followed at all times; manage overall cash position for the branch while limiting excess cash and overall expense. Comply with BSA and SAR requirements and ensure branch staff do the same. Ensure proper disclosures, marketing materials, etc. are readily available for staff to utilize. Review and analyze branch reports and activities, including income generation, production goals and results, expense items, audits, etc. in order to…

Read the full posting

About Municipal Credit Union

From its Form 990